Jeffrey S. Larson

25 FINANCIAL

Saint Louis, MO 63122

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CRD#: 4836889

Professional summary

Jeffrey Scott Larson is a registered financial advisor currently at 25 FINANCIAL located in Saint Louis, Missouri.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jeffrey Larson, LLC; Saint Louis, MO; Investment Related; Fixed Insurance Sales; Owner/Insurance Agent; Started 01/2005; Approximately 5% of time spent. 25 REAL ESTATE, LLC: REAL ESTATE HOLDING COMPANY; OWNER; NOT INVESTMENT RELATED; START DATE = 03/2022; 3 HRS/MTH. Jeffrey Larson is an owner of The Office Club, LLC - Office rental space company; non-investment related; St. Louis, MO; 3/2024 - Present; The company is operated to rent office space for social events; He plans to spend 0 hours per month during normal trading hours and less than 10 hours per month outside of trading hours. Jeffrey Larson is board member of The Office Social Club, LLC DBA Atmos - This is a members only non-profit social organization; St. Lou04/2024 - Present; He plans to spend 0 hours per month during normal trading hours and less than 10 hours per month spent outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Larson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2022 - Present

25 FINANCIAL

Office #1: 135 West Adams Avenue, Saint Louis, MO 63122

RIA

CRD#: 317916

Saint Louis, MO

Past

August 2, 2017 - November 2, 2023

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

St. Louis, MO

Past

August 1, 2017 - November 2, 2023

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

St. Louis, MO

Past

July 21, 2010 - August 17, 2017

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

SAINT LOUIS, MO

Past

July 19, 2007 - August 17, 2017

LARSON FINANCIAL GROUP, LLC

RIA

CRD#: 140599

SAINT LOUIS, MO

Past

June 15, 2006 - July 29, 2010

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MINNEAPOLIS, MN

Past

May 24, 2006 - July 29, 2010

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MINNEAPOLIS, MN

Past

July 1, 2005 - June 5, 2006

MARATHON ADVISORS, INC

RIA

CRD#: 113696

MINNEAPOLIS, MN

Past

October 18, 2004 - June 1, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. LOUIS, MO

Past

October 18, 2004 - June 1, 2006

CRI SECURITIES, LLC

CRD#: 22589

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(6/22/2022)

IAR

Texas
(3/31/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/16/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2004

General Securities Representative Examination

Current Firm

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

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Contact information

Main Address

135 West Adams Avenue, Saint Louis, MO 63122

Mailing Address

Phone number

(314) 530-2858

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A (4/2/2025)

Regulatory assets under management

Total Number of Accounts	2,700
AUM (Assets Under Management)	$ 415,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey S. Larson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Larson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

ARETE WEALTH ADVISORS, LLC

LARSON FINANCIAL SECURITIES, LLC

LARSON FINANCIAL GROUP, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

MARATHON ADVISORS, INC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

25 FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2004

Current Firm

25 FINANCIAL

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

25 FINANCIAL

TRUST BUT VERIFY

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